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GNE vs. ^SP600
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between GNE and ^SP600 is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

GNE vs. ^SP600 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Genie Energy Ltd. (GNE) and S&P 600 (^SP600). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-10.67%
4.46%
GNE
^SP600

Key characteristics

Sharpe Ratio

GNE:

-0.76

^SP600:

0.81

Sortino Ratio

GNE:

-0.92

^SP600:

1.27

Omega Ratio

GNE:

0.89

^SP600:

1.15

Calmar Ratio

GNE:

-0.47

^SP600:

1.03

Martin Ratio

GNE:

-1.22

^SP600:

3.94

Ulcer Index

GNE:

20.47%

^SP600:

4.01%

Daily Std Dev

GNE:

32.73%

^SP600:

19.57%

Max Drawdown

GNE:

-75.12%

^SP600:

-59.17%

Current Drawdown

GNE:

-50.83%

^SP600:

-6.65%

Returns By Period

In the year-to-date period, GNE achieves a -5.20% return, which is significantly lower than ^SP600's 2.40% return. Over the past 10 years, GNE has outperformed ^SP600 with an annualized return of 12.68%, while ^SP600 has yielded a comparatively lower 7.96% annualized return.


GNE

YTD

-5.20%

1M

1.65%

6M

-10.67%

1Y

-22.78%

5Y*

17.24%

10Y*

12.68%

^SP600

YTD

2.40%

1M

2.38%

6M

4.46%

1Y

13.51%

5Y*

6.79%

10Y*

7.96%

*Annualized

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Risk-Adjusted Performance

GNE vs. ^SP600 — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GNE
The Risk-Adjusted Performance Rank of GNE is 1313
Overall Rank
The Sharpe Ratio Rank of GNE is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of GNE is 1212
Sortino Ratio Rank
The Omega Ratio Rank of GNE is 1313
Omega Ratio Rank
The Calmar Ratio Rank of GNE is 1818
Calmar Ratio Rank
The Martin Ratio Rank of GNE is 1414
Martin Ratio Rank

^SP600
The Risk-Adjusted Performance Rank of ^SP600 is 4545
Overall Rank
The Sharpe Ratio Rank of ^SP600 is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP600 is 4242
Sortino Ratio Rank
The Omega Ratio Rank of ^SP600 is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ^SP600 is 5353
Calmar Ratio Rank
The Martin Ratio Rank of ^SP600 is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GNE vs. ^SP600 - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Genie Energy Ltd. (GNE) and S&P 600 (^SP600). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for GNE, currently valued at -0.76, compared to the broader market-2.000.002.004.00-0.760.81
The chart of Sortino ratio for GNE, currently valued at -0.92, compared to the broader market-4.00-2.000.002.004.00-0.921.27
The chart of Omega ratio for GNE, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.15
The chart of Calmar ratio for GNE, currently valued at -0.47, compared to the broader market0.002.004.006.00-0.471.03
The chart of Martin ratio for GNE, currently valued at -1.22, compared to the broader market-10.000.0010.0020.0030.00-1.223.94
GNE
^SP600

The current GNE Sharpe Ratio is -0.76, which is lower than the ^SP600 Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of GNE and ^SP600, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
-0.76
0.81
GNE
^SP600

Drawdowns

GNE vs. ^SP600 - Drawdown Comparison

The maximum GNE drawdown since its inception was -75.12%, which is greater than ^SP600's maximum drawdown of -59.17%. Use the drawdown chart below to compare losses from any high point for GNE and ^SP600. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-50.83%
-6.65%
GNE
^SP600

Volatility

GNE vs. ^SP600 - Volatility Comparison

Genie Energy Ltd. (GNE) has a higher volatility of 8.49% compared to S&P 600 (^SP600) at 5.93%. This indicates that GNE's price experiences larger fluctuations and is considered to be riskier than ^SP600 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
8.49%
5.93%
GNE
^SP600
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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